+91.0%
DOCN vs OKE
+36.3%
+54.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -3.9% |
| 7D | +19.1% | +5.4% | +13.7% | +20.9% |
| 30D | -21.0% | -1.3% | -19.7% | -21.5% |
| 3M | -34.7% | -2.0% | -32.7% | -35.2% |
| 6M | -45.8% | +3.4% | -49.2% | -44.7% |
| YTD | +79.4% | +28.2% | +51.2% | +91.9% |
| 1Y | +91.0% | +35.7% | +55.4% | +103.1% |
| All | +91.0% | +36.3% | +54.7% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling